CANTILLON CAPITAL MANAGEMENT LLC — 13F holdings

CANTILLON CAPITAL MANAGEMENT LLC reported 27 holdings worth $665M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. AVGO BROADCOM INC — $70.5M (10.6%)
2. GOOGL ALPHABET INC — $61.1M (9.2%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $54.8M (8.2%)
4. IBKR INTERACTIVE BROKERS GROUP IN — $45.1M (6.8%)
5. AMAT APPLIED MATLS INC — $36.3M (5.5%)
6. ADI ANALOG DEVICES INC — $35.0M (5.3%)
7. SPGI S&P GLOBAL INC — $29.0M (4.4%)
8. V Visa Inc — $28.7M (4.3%)
9. MSFT MICROSOFT CORP — $25.7M (3.9%)
10. CBRE CBRE GROUP INC — $24.4M (3.7%)